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"Oops. Something went wrong"- How to reach out to support?
I started using the trial version but I'm unable to do anything. Nothing works. I contacted support via chatbot, which keeps on a loop asking the same questions. I also tried to reach out to support via email, but I got an automatic message telling me to look for "Something is not loading/Page/tool is not loading." on the…
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Ticket Management with Pipedrive
In your press release after the Vista invetsment you mentioned that your goal is to "provide our users with powerful tools that cover the whole customer journey". That would imply that you start serving customer success and support teams as well. Are there any timelines on when you extend your product to include a support…
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How to reach support?
How can I contact support?
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Emails stuck in the outbox
Hello, A lot of our emails get stuck in the outbox and we are obliged to manually refresh to send the email. This is time-consuming. Furthermore, we are unable to contact the support. When we click on the chatbot, nothing is getting launched. Has someone else experienced these issues? Best, Nathalie PS : We have not…
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Why the decision was made to close the Caller application?
We are use the caller but i saw that the decision was made to close it this morning
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How to integrate multiple pipelines efficiently?
Dear Pipedrivers, my company is currently planing to pull our entire customer interactions into Pipedrive. It started with Sales, than Onboarding and now we are considering implementing the entire Customer Support into Pipedrive as well. There is one major issue, that I just couldn't work out so far, though: Efficiently…
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Changing to Pipedrive from Hubspot
This discussion was created from comments split from: Welcome to Pipedrive Community 2.0!.
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Fix horrible "solutions provider" UX
When we signed up we appear to have been bound to a third-party "solutions provider" which render any direct Pipedrive support (including in-app chat and emails to support) totally useless. We've never heard of this solutions provider before, and the experience of having any attempt to chat or email directly with Pipedrive…
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Show products from all deals on customer/organisation
I would love to have a list of all the products that has been sold trough deals to be show on the organisation. Then we could easily see what kind of products the org. has bought and what we need to have support on. Maybe some of the products need to have an SLA or warranty on them. You are working on a support system…
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How do I cancel Pipedrive or my Solution Provider
I signed up for Pipedrive years ago after watching some videos by Paul Minor. Apparently following that link years ago is creating support headaches today. I occasionally rely on real-time chat from Pipedrive for system issues or to handle something I can't find in the standard help material. Recently that support has…
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(CLOSED) Research for Customer Support feature in Pipedrive!
EDIT: Sign ups are now closed, thanks to all who shared their interest. Hey, Pipedrivers! 👋 Is your support team engaging with your customers across various channels and making sure cases are responded to promptly? Are you currently using a 3rd party customer support solution, but find that it's creating a gap between…
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Undo a change
Hi, I have accidentally "reopen" a won deal. I have declare "won" again on that particular deal but now the timestamp of the won deal has been shifted to the date of my latest declare. How do I revert the changes, including the "reopen" and second "won" declaration? Please advise. Thank you.
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PipeDrive is not loading
PD is completely greyed out for the entire organization. Nothing loads!
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Stop met die balk bovenaan in het scherm.
Waarom moet ik iedere dag die balk bovenaan het scherm zien waarin staat hoeveel customvelden ik nog heb en dat we kunnen upgraden naar een ander abonnement. Als betalende klant vind ik dit uiterst klantonvriendelijk en irritant.
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can you please stop with that annoying message at the top of the screen about used fields and upgrad
can you please stop with that annoying message at the top of the screen about used fields and upgrade options. We are a paying customer and we decide when we want to upgrade.
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New: Pipedrive-Zendesk integration 🤝
Our new Pipedrive-Zendesk Support integration gives sales and support reps the added visibility they need to improve their customer communication. By integrating Zendesk with Pipedrive, you can access Pipedrive data in Zendesk, and vice versa, without needing to switch between apps. You can find out all about it here
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November's New Apps Spotlight!
Check out the 2 new apps featured in this month's App Spotlight. * TimelinesAI - helps you automatically sync Whatsapp messaging with your clients to Pipedrive Deals and Persons * Postcall - helps you send customer satisfaction surveys after your Aircall, RingCentral or Zendesk Talk calls, delivered via SMS or email. 🔔…
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Balancing Automation And Human Warmth in Customer Support ⚖️
Pipedrive's Vice President of Customer Support Mara Vicente weighs in on how to find balance between automation and human warmth in customer support, and how this perspective influenced Pipedrive's award-winning customer service. The more complex the customer service issue, the more likely customers are to seek out a real…
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Filters/reports using the "creator" field: When a contact/organization/deal is created, the new "e
Filters/reports using the "creator" field: When a contact/organization/deal is created, the new "entry" has a creator name (see my name in the attached image). We would like to create a filter or report using that "creator" information to see how many of the new contacts/organizations/deals were created by specific…
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Handling customer service and troubleshooting
Hi all, We are hurting for a solution for customer service. I love pipedrive for putting prospects through sales and order fulfillment processes. After they become customers, they call in needing technical support. Our equipment is large and expensive, and we only have around 400 customers to manage, all identified by a 4…
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⏰ Event: 2021 Benchmarks: How do you measure support quality? | April 28th, 2021
28 April 6:00 p.m. WEST | Webinar This webinar will show you: * Customer support quality benchmarks for your customer support organization * Best practices to improve your customer support quality * Advice and practical tips from support leaders * 📌 Enroll here At a time when your customer-facing interactions are more…
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Wanted to say Thank You!
I wanted to give a quick shout out to the Pipedrive customer service. I've worked with SO many different cloud based SaaS services and I believe that the industry forgets that SaaS is just that ... A SERVICE. Many companies turn their solution into a numbers game that funnel in and churn out customers. Pipedrive ALWAYS has…
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Pipedrive API automation 'glitch.' - Changing deal stages
I have been having an issue with Pipedrives workflow automation tool. To me the rules here are straight forward - I have a deal which when moved to 'Check/Send Contract' AND the org name matches ANY of the listed organisations in the conditions then the deal will move to another stage called 'Under Consideration.' Now the…
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New: Edit your Email Sender name 📮
What can a user do? Good news! You can now change the name seen by recipients when sending emails from Pipedrive. For example, your job title, your full name, nickname, etc. Note that this feature isn’t available on Microsoft services, as unfortunately Microsoft servers don’t allow to edit the sender name. You can use this…
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Best customer support integration for handling B2C and B2B web traffic between Shopify+ and Pipedriv
We are trying to devise a solution for our site which is currently carrying equal B2C/B2B traffic . Our site runs off of Shopify+ and we are looking for a better integration between customer support app / pipedrive / shopify so that we can automatically funnel specific customer requests / new business inquiries into the…
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CRM Requirments
Hi community wanted to see if I could get some help in the following requirments our business has when it comes to a CRM. We are evaluation other options too (SFDC, Superoffice, Hubspot). I personally prefer Pipedrive but wanted to see if anyone had advice on the stuff below: * Tracking customer documents in the same…
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Issues with most recent Pipedrive Chatbot's javascript code causing SEO issues.
Is anyone else experiencing issues while using the most recent Pipedrive chatbot? We love that this generates leads but also second the other community members asking that it needs to allow more analytics about where a user comes from (ie what page.) However, the biggest issue we are seeing is that the Javascript code is…
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Survey: Share your 2020 sales experiences and 2021 expectations until December 11th 🚀
We want to hear from you: share your experiences in the sales industry in 2020 and your expectations for 2021 by taking our 15-minute State Of Sales Survey! * Answers are anonymous, confidential, and not tracked. * We'll create in-depth reports in various languages and share them with you. * Deadline: December 11th *…
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Made a mistake in converting deals to leads. How to undo? Please help.
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Can we use Pipedrive to manage customer support tickets too? We want to use single tool to manage, c
Can we use Pipedrive to manage customer support tickets too? We want to use single tool to manage, customer data is centralized and updated.